United States Antimony is the only operating antimony producer in the US, as the country scrambles to secure domestic supply of a mineral critical to munitions and semiconductors after years of relying on China. Defense, energy and data-center buildouts add demand tailwinds. x.com 

United States Antimony looks undervalued, with its board authorizing up to $100 million of buybacks after CEO Gary Evans called the shares undervalued following a review of its US, Canada and Mexico projects. It is the only fully integrated antimony producer outside China and Russia. With 25% of the float short, there is an 18% gap to fill, though buybacks may not begin right away. x.com  x.com  x.com 

United States Antimony is likely to cut its full-year guidance later this year because its Q1 showed management's promises going unfulfilled. Per an analysis the author quotes, gross margin fell to 16.4% from 33.9% instead of expanding on in-house ore, as cost per pound jumped 69% and stock-based pay hit $4.8M. Reiterated $125M FY26 revenue guidance needs Q2-Q4 to average 5.8x the Q1 run-rate. Everything would have to go right, which never happens at a mining company. x.com  x.com  x.com 

Rare earth and critical mineral names MP Materials, Energy Fuels, Critical Metals and United States Antimony have pulled back into a good buying zone after a big run, as attention shifts toward physical AI and robots. The Trump sons just invested in a tungsten company, and SemiAnalysis is flagging how important rare earths will be over the next few years. They remain weak short term. MP is the safest, with a government investment and its role as Apple's largest rare earths supplier. x.com 

Aeluma, USA Rare Earth and MP Materials have the same government-backed setup that drove Intel up 600% after the US took a 10% stake, giving each 7–10x potential. Aeluma signed a letter of intent for CHIPS Act money in exchange for a government equity stake. Commerce is backing pre-revenue USA Rare Earth with $1.6B for up to 16% as it builds America's only heavy rare earth mine-to-magnet chain. The Pentagon owns 15% of MP Materials, the only fully integrated US rare earth producer. x.com  x.com 

US government backing and China's roughly 90% control of the global heavy-metals and rare-earth market make USA Rare Earth an easy hold. Its projected 2030 revenue is $2.6 billion, and most stocks in the basket trade at 20-30x sales. It is especially an easy hold near the log 0.786 Fibonacci level, with weekly RSI at 30. x.com 

USA Rare Earth could accelerate because a potential 8-16% US government stake would back domestic heavy rare earth and magnet production, essential to fighter jets, missiles, radar and other advanced weapons. China controls 85-90% of that supply chain, making it national-security critical with macro and geopolitical tailwinds. It is still pre-revenue, more a VC-style play: defense contracts are the bull case, and failure to execute is the risk. The upside over the next few years is great. x.com  … Show more

Critical-metals miners such as tungsten producer Almonty Industries supply inputs AI cannot do without, and those inputs are barely priced. Almonty CEO Lewis Black says every semiconductor needs tungsten gas in fabrication, with zero substitutes, and the AI trade has run through chips, memory and power but not raw materials. He blames the sector's weak year on hyped junior miners without operating mines; the ones to own have real mines, growing revenue and profits, and invested management. x.com 

MP Materials looks like a no-brainer at current prices because the US has no choice but to back domestic rare earth suppliers. Rare earth demand should at least double in five years, and China could cut off supply at any time, making MP a national-security hedge with a big government stake. About $1.15B of 2030 EBIT at 30x implies roughly $200 a share. With customers in chips, robotics, drones and defense, MP deserves a premium to Freeport and BHP, and it is 2+ years ahead of USA Rare Earth. … Show more

Perpetua Resources' Stibnite project is in the right spot as the US runs short of tungsten as well as antimony. Commerce will block tungsten scrap exports, and the Pentagon needs both metals to replace missiles used in Iran and Ukraine. Perpetua's first drilling in nearly a decade hit high-grade gold, antimony and tungsten, including 21.3 meters at 3.2 g/t gold and 0.9% tungsten at Yellow Pine. Stibnite was the top US tungsten mine in 1941-45, and the project is fully funded. x.com